![Jeffrey Lu](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jeffrey Lu
Founder at Flex Capital Management LLC
Network origin in Jeffrey Lu first degree
Entity | Entity type | Industry | |
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Emory University
196
| College/University | Other Consumer Services | 196 |
Flex Capital Management LLC
![]() Flex Capital Management LLC Investment ManagersFinance Flex Capital Management LLC (Flex Capital) is a venture capital firm founded in 2018 by Tod M. Sacerdoti, Auren Hoffman and Jeffrey Lu. The firm is headquartered in San Francisco, California.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeffrey Lu via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Warburg Pincus LLC
![]() Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst | |
The William & Flora Hewlett Foundation
![]() The William & Flora Hewlett Foundation Investment Trusts/Mutual FundsMiscellaneous The William & Flora Hewlett Foundation (dba Hewlett Foundation) is a nonpartisan, private charitable foundation headquartered in Menlo Park, California. The foundation was founded in 1966 by engineer and entrepreneur William R. Hewlett and his wife, Flora Lamson Hewlett, with their eldest son, Walter Hewlett. Hewlett Foundation provides grants to a broad range of institutions across the globe to help people build better lives. | Investment Trusts/Mutual Funds | Portfolio Manager-Equities | |
Yorktown Partners LLC
![]() Yorktown Partners LLC Investment ManagersFinance Yorktown Partners LLC (Yorktown Partners) is a private equity firm founded in 1983 by Bryan Huntington Lawrence, Peter August Leidel and Tomas Ramon Lacosta. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Coatue Management LLC
![]() Coatue Management LLC Investment ManagersFinance Coatue Management LLC (Coatue) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Philippe Laffont in 1999 and is a subsidiary of Coatue Management Partners LP. Coatue provides investment advisory services on a discretionary basis to US and non-US private investment funds intended for sophisticated investors and institutional investors. Their flagship funds include Coatue Qualified Partners LP (CQP), Coatue Offshore Fund Ltd. (COF), and Coatue Offshore Master Fund LP (COMF). CQP and COF invest all of their investable assets in COMF. Coatue is a signatory of the UN Principles of Responsible Investment (PRI). | Investment Managers | Analyst-Equity Director of Research - Equity | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
BrightRoll, Inc.
![]() BrightRoll, Inc. Internet Software/ServicesTechnology Services BrightRoll, Inc. operates as a video advertising network company. It engages in the production of advertisements and video ad campaigns. The firm's proprietary technology connects buyers and sellers of digital video advertising to help them reach audiences across web, mobile, and connected television. The company was founded by Tod M. Sacerdoti in 2006 and is headquartered in San Francisco, CA. | Internet Software/Services | Director/Board Member Chief Executive Officer | |
Dibs, Inc.
![]() Dibs, Inc. Internet Software/ServicesTechnology Services Dibs, Inc. operates online marketplace to promote product & service deals for students, alumni and campus communities. The company was founded by Garren Givens, Dylan Fareed and Scott Poniewaz in 2010 and is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
SPYRE THERAPEUTICS, INC. | Biotechnology | Director/Board Member | |
AllianceBernstein LP
![]() AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Private Equity Analyst | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Harvard Business School | College/University | Masters Business Admin Graduate Degree Masters Business Admin | |
Sidoti & Co. LLC
![]() Sidoti & Co. LLC Investment Banks/BrokersFinance Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Graduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Graduate Degree | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal Analyst-Fixed Income | |
Leerink Partners LLC
![]() Leerink Partners LLC Investment Banks/BrokersFinance Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Director/Board Member Corporate Officer/Principal | |
University of California, Berkeley | College/University | Undergraduate Degree Corporate Officer/Principal | |
SignalFire Management Services LLC
![]() SignalFire Management Services LLC Investment ManagersFinance SignalFire Management Services LLC (Signalfire) is a venture capital firm founded in 2013 by Christopher W. Farmer and Ilya Kirnos. The firm is headquartered in San Francisco, California. | Investment Managers | Consultant / Advisor Consultant / Advisor | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Market Strategist | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
EQT Partners, Inc.
![]() EQT Partners, Inc. Investment ManagersFinance EQT Partners, Inc. is a Private Equity firm, a subsidiary of EQT Partners AB founded in 1994. EQT Partners, Inc. is headquartered in New York. | Investment Managers | Private Equity Investor Director/Board Member | |
London School of Economics & Political Science | College/University | Graduate Degree Graduate Degree | |
University of Florida | College/University | Undergraduate Degree Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree Graduate Degree | |
Verady, Inc.
![]() Verady, Inc. Miscellaneous Commercial ServicesCommercial Services Verady, Inc. provides crypto currency accounting and audit technology services to the financial institutions, corporations, and individuals can audit, account, and report on block chain assets. The company was founded by James Kell Canty and Nathan Eppinger in November 2016 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
Sun Capital Partners, Inc.
![]() Sun Capital Partners, Inc. Investment ManagersFinance Sun Capital Partners, Inc. (Sun Capital Partners) is a private equity firm founded in 1995 by Rodger R. Krouse and Marc J. Leder. The firm is headquartered in Boca Raton, Florida. | Investment Managers | Private Equity Analyst | |
Rhino GP LLC
![]() Rhino GP LLC Wholesale DistributorsDistribution Services Rhino GP LLC owns and operates coal reserves. The company is headquartered in Greenwich, CT. | Wholesale Distributors | Director/Board Member | |
AlpInvest US Holdings LLC
![]() AlpInvest US Holdings LLC Investment ManagersFinance AlpInvest Partners, Inc. (AlpInvest) is the New York City private equity subsidiary of Netherlands-based AlpInvest Partners BV, ultimately held by The Carlyle Group LP (NASDAQ: CG). Established in 1999 as NIB Capital Private Equity, the firm became AlpInvest Partners in 2004. They were the first exclusive private equity manager for a public pension fund and invest worldwide across primary funds, secondaries, and direct investment (co-investment) channels, covering the entire private equity spectrum. In addition to the New York office, AlpInvest has offices in Amsterdam, Hong Kong and London. They are a socially responsible investor which works to promote sustainability and governance as an important factor in investment choices. They are a signatory to the UN Principles for Responsible Investments and exclude direct investments in companies that are directly involved in the manufacturing or distribution of products that clearly violate Dutch and relevant international conventions. They also explore sustainability-themed investments. | Investment Managers | Private Equity Analyst | |
Sterling Fund Management LLC
![]() Sterling Fund Management LLC Investment ManagersFinance Sterling Fund Management LLC (Sterling Partners) is a Private Equity firm founded in 1983 by Eric Becker, Michael Bronfein, Shoshana M. Vernick, Jeff Elburn. The firm is headquartered in Chicago, Illinois. | Investment Managers | Private Equity Investor | |
Zurich Alternative Asset Management LLC
![]() Zurich Alternative Asset Management LLC Investment ManagersFinance Zurich Alternative Asset Management LLC (ZAAM) is a registered alternative investment firm headquartered in New York City. The firm was founded in 2006 and is a wholly-owned subsidiary of Zurich Insurance Group, which is owned by Zurich Insurance Group AG (SWX: ZURN) in Switzerland. ZAAM manages investments solely for Zurich affiliates worldwide in alternative asset classes. | Investment Managers | Analyst-Equity | |
APOGEE THERAPEUTICS, INC. | Director/Board Member | ||
Houlihan Lokey Capital, Inc.
![]() Houlihan Lokey Capital, Inc. Investment Banks/BrokersFinance Houlihan Lokey Capital, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm was founded in 1996 and they are a subsidiary of Houlihan Lokey, Inc. (NYSE: HLI). Houlihan Lokey Capital provides an array of trading and execution services for their clients. They also have the ability to serve as underwriter or bookrunner with respect to traditional debt and equity offerings, including leveraged loans and public offerings of debt, equity-linked, and equity securities. | Investment Banks/Brokers | Corporate Officer/Principal | |
Talpion Fund Management LP
![]() Talpion Fund Management LP Investment ManagersFinance Founded in 2009 by Henry Swieca, Talpion Fund Management LLC is a family office located in New York City. | Investment Managers | Analyst-Fixed Income | |
The University of Michigan Law School | College/University | Graduate Degree | |
Texan Bank, NA
![]() Texan Bank, NA Major BanksFinance Part of Home Bancorp, Inc., Texan Bank, NA is a personal banking company based in Houston, TX. Texan Bank, NA provides a personal banking atmosphere and bankers who take the time to understand their customers' needs and goals. The company was founded by Kristina Koncaba. The CEO is Kenneth Koncaba. Texan Bank, NA was acquired by Bank of Fort Bend /Private Group/ from Capitol Bancorp Ltd. on March 31, 2011. | Major Banks | Director/Board Member | |
Goizueta Business School-Emory | College/University | Undergraduate Degree |
Statistics
International
United States | 44 |
United Kingdom | 3 |
Sectoral
Finance | 27 |
Consumer Services | 13 |
Technology Services | 3 |
Commercial Services | 3 |
Miscellaneous | 2 |
Operational
Director/Board Member | 101 |
Undergraduate Degree | 97 |
Corporate Officer/Principal | 83 |
Private Equity Investor | 59 |
Analyst-Equity | 50 |
Most connected contacts
Insiders | |
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James R. Gavin | 17 |
Auren Hoffman | 17 |
Ekaterina Vladimirovna Petelina | 16 |
Tod Sacerdoti | 16 |
Evan M. Harwood | 16 |
Mazen Haddad | 15 |
Asanka Pathiraja | 11 |
Peter Harwin | 11 |
Earl Lewis | 11 |
David Gehring | 10 |
Christopher Hammond | 10 |
Mark Chekanow | 9 |
Michael Cherny | 9 |
Tat Yee Kong | 8 |
Ian Ganzer | 8 |
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